IFA Administrator

Are you ready to step up your career in the world of finance? Our client, a top Wealth Management firm in Trafford, is on the hunt for an IFA administrator to join their dynamic Pension & Investment Team. If you have a keen eye for detail and thrive in an independent work environment, this could be the perfect role for you.

With a salary ranging from £26,000 to £33,000 per year, this role offers a fantastic opportunity for growth and development. You'll enjoy 24 days of holiday and a supportive environment that encourages professional development, including bonuses for passing exams.
Our client is a leading independent financial planning company situated in the heart of Trafford. They pride themselves on blending traditional business values with modern technology to deliver top-notch advice to their clients. The team operates from a beautifully restored former police station, providing a serene setting for financial planning.

As an IFA administrator, you will:

• Process and submit new business following the new business workflow.
• Submit Letters of Authority and gather necessary plan details for research.
• Meet and greet clients, handling incoming enquiries.
• Conduct portfolio rebalancing, buying, and selling.
• Accurately process client withdrawals and contributions.
• Prepare client packs for Annual Review meetings and complete post-meeting tasks.
• Write basic Suitability Reports.
• Conduct research for new business cases, focusing on fund and cost analysis.

Package and Benefits:
The IFA administrator role includes:

• Annual salary of £26,000 to £33,000, plus team bonus.
• 24 days holiday.
• Company pension scheme.
• Income protection covering 75% of salary after a 13-week deferred period.
• Group life cover (death in service) at 4x salary.

The ideal IFA administrator will have:

• At least two years of experience in a similar role.
• A high level of attention to detail and the ability to manage their own workload.
• Progress towards R0 qualifications or completion of some exams.
• Experience with systems like Intelliflo, A J Bell, Transact, Royal London, Canada Life International, and FE Analytics.

If you're experienced as a Financial Administrator, IFA administrator, Investment Administrator, Client Services Administrator, or Wealth Management Administrator, this IFA administrator role might just be the perfect fit for you.